Strategic Wealth Partners’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $159K | Buy |
+791
| New | +$159K | 0.01% | 342 |
|
|
2024
Q2 | – | Sell |
-1,501
| Closed | -$260K | – | 291 |
|
|
2024
Q1 | $260K | Buy |
+1,501
| New | +$260K | 0.03% | 245 |
|
|
2019
Q4 | – | Sell |
-554
| Closed | -$40.2K | – | 148 |
|
|
2019
Q3 | $40.2K | Hold |
554
| – | – | 0.21% | 93 |
|
|
2019
Q2 | $56K | Buy |
554
+370
| +201% | +$37.4K | 0.03% | 221 |
|
|
2019
Q1 | $17K | Hold |
184
| – | – | 0.01% | 395 |
|
|
2018
Q4 | $15K | Hold |
184
| – | – | 0.01% | 395 |
|
|
2018
Q3 | $18K | Hold |
184
| – | – | 0.01% | 360 |
|
|
2018
Q2 | $17K | Buy |
+184
| New | +$17K | 0.01% | 430 |
|